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THE EXCHANGE

RECENT NEWS

September’s Market Volatility: What History Teaches Us

As summer winds down, investors often find themselves facing a familiar question: why does September seem to bring more market…

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MarketMissive

By: Keith Albritton

Decoding the One Big Beautiful Bill Act: 13 Key Provisions

The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions, including…

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MarketMissive

By: Keith Albritton

A Tale Of 2 Economies: It’s Time To Cut Interest Rates 

As has been the case over the past few years, much can change in a quarter, and such is the…

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Dividend Portfolio

By: Chris Hammond


MEET OUR TEAM

Keith Albritton

CFP®
CIMA®
Senior Vice President

Ginny Houghton

Senior Vice President
Financial Advisor

Chris Hammond

CFA®
Senior Vice President
Portfolio Manager

Troy Garcia

CFP®
Vice President
Financial Advisor

Matthew Albritton

Financial Advisor

Dr. Lyle Bowlin

Investment Strategist

Our Team

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Providing financial planning solutions to you and your family today

for your tomorrow.  Schedule an appointment at your convenience.